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Bridge Metrics
Chris May
Vice President Business Development
April 27, 2013
Value, Visibility, and Velocity for Marketing and Sales
1
 Owned and operated by channel veterans
 Based in Dallas, Texas
 Flagship SaaS Application: Channel Avenue
– Purpose built for the channel!
– Drive Value, Visibility, and Velocity in channel sales
– Customers include vendors, resellers, & distributors
 Provider of Channel Marketing Programs
Meet Bridge Metrics
2
A Few of our Customers
We’ve never lost one!
SaaS Only SaaS & Services
3
The Infamous Pyramid / Go-to-market Slide
CA Programs
Fully baked
Let us do ALL the work!
Professional Services Team
Quick start training, system tuning, and there to
help implement your existing programs.
Channel Avenue SaaS Platform License
Campaign Management, Automation, Closed Loop Reporting
4
Channel Avenue a Platform for Success
Digital Asset Management
Turn your supporting videos, white papers, collateral and more
into customized and personalized marketing assets on the fly
Channel Marketing Automation
Launch email campaigns directly from Channel Avenue, with
follow up email workflows triggered on time or behavior
Closed-Loop Lead Management
Take the leaks out of the lead management process, ensuring
leads are delivered to the right owner, are qualified adequately,
and provide full visibility into end users’ actions
Centralized Reporting
Track real-time campaign metrics
And do this all from the convenience
of your inbox – No logins required!
“Channel Avenue is the most
comprehensive platform I’ve
ever seen to manage ALL of my
in-direct sales & marketing
activities. The best part is my
sales reps love it!”
Regan Ogner, McAfee
Channel Avenue Is Utilized by More than 100 Vendors, 7800 Resellers, and 18,000 Sales
Personnel Globally to see their marketing, sales, and partnerships more clearly.
5
How Our Customers Use Channel Avenue
Partner Enablement
Provide the sales and marketing tools
sales teams and channel partners need —
co-branded, personalized and delivered
directly to their inbox.
Demand Generation
Customized, integrated, multi-channel
demand generation programs to build
pipeline, accelerate lead conversion and
increase return on investment (ROI).
Partner Recruitment
Expand, maximize and enable
their channel sales organization.
Channel Marketing
Automation
Engage inbound leads, targeted lists or
prospects with customized campaigns.
Based on prospect behavior, continue to
nurture each lead until it is qualified.
Adding Value, Velocity & Visibility in the Channel Sales & Marketing Process
Closed Loop Lead
Tracking & Analytics
6
Full- Service Channel Marketing Programs
Available for licensed Channel Avenue customers
Channel Marketing
Automation
Demand
Generation
Partner
Enablement
Our Solutions Are:
• Contact acquisition & validation
• Email marketing
• Landing page design & implementation
• Social media consulting and strategic planning
• Telemarketing services
Key Benefits
• Take advantage of working with a team with extensive channel sales and marketing
experience
• Generate qualified appointments, leads and event attendees to exponentially drive
your pipeline
• Create co-branded emails and landing pages that are customizable to your specific
business goals and key differentiating factors
• Capture key data points about current clients and prospects to best qualify and maintain
reliability in your database
• Track leads from inception to close
• Create solutions designed to be flexible and turn-key extensions of your marketing efforts
7
Demand Generation Programs
Opportunity Generation, Qualification & Nurturing Programs
Client Utilization
Program Overview
Bridge Metrics provides
customized, integrated,
multi-channel demand
generation programs to
help your partners build
pipeline, accelerate lead
conversion and ultimately
increase return on
investment (ROI). We work
with each partner
individually to custom tailor
programs to meet their
specific business
requirements; generating
leads, appointments or
event attendees.
8
Inbound Lead Generation
Sites & Blogs
Newsletters
Social Media
Mobile
Target
Market
Interested
Prospects
Prospects who
meet your criteria
are delivered!
We promote your content across our publishing network of over 25 million buyers.
Program includes:
 Guaranteed # of Leads
 Filter by Geo, Company Size, Job Function
 Custom Questions Available
 Channel Avenue Integration
9
Outbound Lead Generation
Lead List Creation
We generate a list of
contacts who meet
your criteria
Lead Qualification
We call each contact
on the list and tele-
qualify them based on
BANT criteria
Lead Delivery
We deliver a guaranteed
number of BANT qualified
leads.
Budget
Authority
Need
Timeline
We engage your target market with a multi-channel campaign, tele-qualify, and deliver them to you!
Market to List
We market to your new
contact list through
email and social
campaigns
10
Appointment Setting
Booked Appointments
We deliver a guaranteed
number of BANT qualified
leads.
We engage your target market with a multi-channel campaign, tele-qualify, and book the
appointment for your partner or sales team.
Lead List Creation
We generate a list of
contacts who meet
your criteria
Lead Qualification
We call each contact
on the list and tele-
qualify them based on
BANT criteria
Market to List
We market to your new
contact list through
email and social
campaigns
11
Full- Service Channel Marketing Automation
Available for licensed Channel Avenue customers
Channel Marketing
Automation
Demand
Generation
Partner
Enablement
Our Solutions Are Customized to Your Specific
Program Requirements and Can Include:
• Lead Scoring Program Development
• Nurture Program Development
– Campaign Segmentation
– Behavior or Time-based Workflows
• Inbound Lead Acquisition Programs
• List Acquisition
• Email Marketing
• Landing Page Design & Implementation
• Social Media Consulting and Strategic Planning
• Telemarketing Services
Key Benefits
• Maintain consistent and automated dialogue with prospects
• Creation of custom communication based on prospect and customer actions
• Distribute only leads that meet certain criteria via contracted lead
scoring model
• Create sales lead satisfaction
12
Channel Marketing Automation: Overview
Create Sales-Ready Leads
Client Utilization
Program Overview
Bridge Metrics will engage
inbound leads, targeted
lists or your prospects with
customized campaigns.
Based on their behavior,
we continue to nurture
each lead until it is
qualified. By scoring leads
on a tiered basis, we are
able to deliver the hottest
prospects to your partners
and ensure each prospect’s
interest is clearly identified
and solidified.
13
Channel Marketing Automation Program
How to Develop
More Prospects
5%
Only 5% of the leads
that you pass to your
partner sales teams
are qualified.
21
The average prospect
converts to a lead in
21 touches, yet 50%
of sales reps quit
after the first call.
65%
65% of all lead
nurturing programs
fail because they are
not setup & managed
correctly
The Problems
14
Channel Marketing Automation: Equipment
To solve these problem you’ll need the right equipment. They’re standard issue with our program
Strategy Technology Creative Expertise
Situation Analysis
Scoring Rules
Partner On-Boarding
Channel Avenue
CRM Integration
Alerts / Workflows
Reporting & Analysis
Email Templates
Landing Pages
Copy Writing,
Content Collection
Turnkey campaign
execution, List
Procurement,
Status Calls
For Best Results! Combine CMA with
our inbound lead program
15
Channel Marketing Automation Process
Mary interacts with your content
(e.g., downloads a whitepaper)
Mary is assigned to a partner,
and automatically enters a
nurture track. She receives co-
branded and personalized email
messages over time
Mary enjoys the
messages she’s
receiving and continues
to click calls to action.
Mary’s behaviors flip triggers
which place her on different
nurturing tracks specific to her
interests
Mary’s behavior score in
Channel Avenue increases
as she interacts with
content
When Mary’s score reaches
a pre-determined
threshold a “Hot Prospect”
alert is sent to sales.
Other prospects enter
your funnel and are
tracked and nurtured the
same way as Mary.
All prospect data is fully
analyzed and reported on in
real time to allow for in-flight
“tweaks” to your campaign.
Contact
1
Analyze
8
Track
2
Alert
6
Refine
4
Score
5
Offer
3
Build
7
16
Full- Service Partner Enablement Program
Available for licensed Channel Avenue customers
Channel Marketing
Automation
Demand
Generation
Partner
Enablement
TOOLKITS can support a broad range
of activities in your organization:
• Lead Generation
• Product or Solution Marketing
• Telemarketing & Call Blitz Programs
• Customer Nurture Programs
• Sales Calls
• Sales & New Hire Training
Key Benefits
• Bundle your marketing assets, including collateral, videos, white papers and
more into easy-to-use, easy-to-access and easy-to-share TOOLKITS.
• All supporting marketing materials are co-branded and personalized
on the fly
• Provide sales teams and channel partners an easy way to share
materials with customers and track when it was viewed
• And do this all from the convenience of your inbox – no logins required!
17
Partner Enablement Overview
The Marketing Tool Your Sales Team and Partners Will Really Use
Client Utilization
Program Overview
Let’s face it…your sales
representatives and
channel partners are tired
of digging through multiple
web sites, portals and file
folders looking for the right
marketing assets to support
their sales initiative. Now,
your fully co-branded and
personalized marketing
materials can be available in
their inbox – ready to go,
on the fly.
18
Partner Enablement: Solution TOOLKITS
With TOOLKITS, marketing assets are co-
branded, personalized and delivered directly
to their inbox. Plus, each TOOLKIT includes a
"Share with Customers" button allowing
the easy distribution of your content to
end-users. Plus, we notify your sales teams
the best time to engage with their prospects!
Personalized and co-branded content
for each person
Easily accessed on-the-go
Know instantly when customers are interested
Multi-purpose enablement
– Product launches
– Sales training
– Event follow-up
– Reseller recruitment
Deliver co-branded and personalized assets to the inbox of your sales teams
19
ZingDocs Real-Time Notifications
Like tagging an animal and releasing it into the wild, ZingDocs will track your marketing assets and let
you know instantly how your customers are interacting with it.
20
Ready-To-Launch (RTL) Campaigns
Allow your partners to create their own email campaigns - right from their inbox
 4 Clicks to create a co-branded and
personalized email campaign.
 Comes complete with an auto-
generated lead capture landing
page.
 Create customizable regions in
each template.
 Real-Time engagement and
utilization stats.
21
Marketing Content Subscriptions
Keep your partners up-to date weekly with your freshest marketing content
 Create a content conveyor belt for
your sales teams
 Deliver relevant content to your
sales teams on a consistent basis
 Each asset is co-branded &
personalized for each sales rep
 Assets are easily shared with
prospects through email,
Facebook, LInkedIn, and Twitter
 Real-Time engagement and
utilization stats
22
Success Pack
Each Bridge Metrics full service program include a “Success Pack” to make sure everything goes off
without a hitch! Here’s what’s included.
Client Service Rep
 Dedicated to Your Success
 Single point of contact
 Weekly Status Calls
Program Setup
 Strategy
 Timelines
 Results
Partner On-Boarding
 One-On-One
 Webinars
 Documentation
Program Launch
 Managed execution
 Participant
Communications
Quality Assurance
 Listens and approve
or rejects to each lead
In-Flight Optimization
 In-Flight Checkpoints
 Message / CTA Optimization
Post Campaign Review
 ROI analysis and final
presentation
23
Reporting & Analytics
Visibility is a Beautiful Thing!
And we don't mean any normal visibility.
Channel Avenue gives deep, clear,
in-context visibility, and in real-time.
Now you can tweak your programs
in-flight to get the most lift possible.
Campaign Management
Digital Asset Management
Lead Management
Pipeline Management
Closed Loop Reporting
Channel Avenue Platform
The Foundation for Channel Marketing Success
24
Full-Service Channel Marketing Programs
Demand Generation
Inbound, Tele-Qualified, Appointments
Channel Marketing
Automation
Nurture, Score, Deliver
Partner Enablement
Solution Toolkits, Subscriptions, RTLs
Reporting & Analytics
Real-Time, drill-down
Success Pack
Included in all programs
Dedicated CSR, Setup, On-boarding,
Quality Assurance, Optimization
25
Chris May
chris.may@bridgemetrics.com
Mobile: 650-576-3989

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Bridge metrics channel marketing overview 2013

  • 1. Bridge Metrics Chris May Vice President Business Development April 27, 2013 Value, Visibility, and Velocity for Marketing and Sales
  • 2. 1  Owned and operated by channel veterans  Based in Dallas, Texas  Flagship SaaS Application: Channel Avenue – Purpose built for the channel! – Drive Value, Visibility, and Velocity in channel sales – Customers include vendors, resellers, & distributors  Provider of Channel Marketing Programs Meet Bridge Metrics
  • 3. 2 A Few of our Customers We’ve never lost one! SaaS Only SaaS & Services
  • 4. 3 The Infamous Pyramid / Go-to-market Slide CA Programs Fully baked Let us do ALL the work! Professional Services Team Quick start training, system tuning, and there to help implement your existing programs. Channel Avenue SaaS Platform License Campaign Management, Automation, Closed Loop Reporting
  • 5. 4 Channel Avenue a Platform for Success Digital Asset Management Turn your supporting videos, white papers, collateral and more into customized and personalized marketing assets on the fly Channel Marketing Automation Launch email campaigns directly from Channel Avenue, with follow up email workflows triggered on time or behavior Closed-Loop Lead Management Take the leaks out of the lead management process, ensuring leads are delivered to the right owner, are qualified adequately, and provide full visibility into end users’ actions Centralized Reporting Track real-time campaign metrics And do this all from the convenience of your inbox – No logins required! “Channel Avenue is the most comprehensive platform I’ve ever seen to manage ALL of my in-direct sales & marketing activities. The best part is my sales reps love it!” Regan Ogner, McAfee Channel Avenue Is Utilized by More than 100 Vendors, 7800 Resellers, and 18,000 Sales Personnel Globally to see their marketing, sales, and partnerships more clearly.
  • 6. 5 How Our Customers Use Channel Avenue Partner Enablement Provide the sales and marketing tools sales teams and channel partners need — co-branded, personalized and delivered directly to their inbox. Demand Generation Customized, integrated, multi-channel demand generation programs to build pipeline, accelerate lead conversion and increase return on investment (ROI). Partner Recruitment Expand, maximize and enable their channel sales organization. Channel Marketing Automation Engage inbound leads, targeted lists or prospects with customized campaigns. Based on prospect behavior, continue to nurture each lead until it is qualified. Adding Value, Velocity & Visibility in the Channel Sales & Marketing Process Closed Loop Lead Tracking & Analytics
  • 7. 6 Full- Service Channel Marketing Programs Available for licensed Channel Avenue customers Channel Marketing Automation Demand Generation Partner Enablement
  • 8. Our Solutions Are: • Contact acquisition & validation • Email marketing • Landing page design & implementation • Social media consulting and strategic planning • Telemarketing services Key Benefits • Take advantage of working with a team with extensive channel sales and marketing experience • Generate qualified appointments, leads and event attendees to exponentially drive your pipeline • Create co-branded emails and landing pages that are customizable to your specific business goals and key differentiating factors • Capture key data points about current clients and prospects to best qualify and maintain reliability in your database • Track leads from inception to close • Create solutions designed to be flexible and turn-key extensions of your marketing efforts 7 Demand Generation Programs Opportunity Generation, Qualification & Nurturing Programs Client Utilization Program Overview Bridge Metrics provides customized, integrated, multi-channel demand generation programs to help your partners build pipeline, accelerate lead conversion and ultimately increase return on investment (ROI). We work with each partner individually to custom tailor programs to meet their specific business requirements; generating leads, appointments or event attendees.
  • 9. 8 Inbound Lead Generation Sites & Blogs Newsletters Social Media Mobile Target Market Interested Prospects Prospects who meet your criteria are delivered! We promote your content across our publishing network of over 25 million buyers. Program includes:  Guaranteed # of Leads  Filter by Geo, Company Size, Job Function  Custom Questions Available  Channel Avenue Integration
  • 10. 9 Outbound Lead Generation Lead List Creation We generate a list of contacts who meet your criteria Lead Qualification We call each contact on the list and tele- qualify them based on BANT criteria Lead Delivery We deliver a guaranteed number of BANT qualified leads. Budget Authority Need Timeline We engage your target market with a multi-channel campaign, tele-qualify, and deliver them to you! Market to List We market to your new contact list through email and social campaigns
  • 11. 10 Appointment Setting Booked Appointments We deliver a guaranteed number of BANT qualified leads. We engage your target market with a multi-channel campaign, tele-qualify, and book the appointment for your partner or sales team. Lead List Creation We generate a list of contacts who meet your criteria Lead Qualification We call each contact on the list and tele- qualify them based on BANT criteria Market to List We market to your new contact list through email and social campaigns
  • 12. 11 Full- Service Channel Marketing Automation Available for licensed Channel Avenue customers Channel Marketing Automation Demand Generation Partner Enablement
  • 13. Our Solutions Are Customized to Your Specific Program Requirements and Can Include: • Lead Scoring Program Development • Nurture Program Development – Campaign Segmentation – Behavior or Time-based Workflows • Inbound Lead Acquisition Programs • List Acquisition • Email Marketing • Landing Page Design & Implementation • Social Media Consulting and Strategic Planning • Telemarketing Services Key Benefits • Maintain consistent and automated dialogue with prospects • Creation of custom communication based on prospect and customer actions • Distribute only leads that meet certain criteria via contracted lead scoring model • Create sales lead satisfaction 12 Channel Marketing Automation: Overview Create Sales-Ready Leads Client Utilization Program Overview Bridge Metrics will engage inbound leads, targeted lists or your prospects with customized campaigns. Based on their behavior, we continue to nurture each lead until it is qualified. By scoring leads on a tiered basis, we are able to deliver the hottest prospects to your partners and ensure each prospect’s interest is clearly identified and solidified.
  • 14. 13 Channel Marketing Automation Program How to Develop More Prospects 5% Only 5% of the leads that you pass to your partner sales teams are qualified. 21 The average prospect converts to a lead in 21 touches, yet 50% of sales reps quit after the first call. 65% 65% of all lead nurturing programs fail because they are not setup & managed correctly The Problems
  • 15. 14 Channel Marketing Automation: Equipment To solve these problem you’ll need the right equipment. They’re standard issue with our program Strategy Technology Creative Expertise Situation Analysis Scoring Rules Partner On-Boarding Channel Avenue CRM Integration Alerts / Workflows Reporting & Analysis Email Templates Landing Pages Copy Writing, Content Collection Turnkey campaign execution, List Procurement, Status Calls For Best Results! Combine CMA with our inbound lead program
  • 16. 15 Channel Marketing Automation Process Mary interacts with your content (e.g., downloads a whitepaper) Mary is assigned to a partner, and automatically enters a nurture track. She receives co- branded and personalized email messages over time Mary enjoys the messages she’s receiving and continues to click calls to action. Mary’s behaviors flip triggers which place her on different nurturing tracks specific to her interests Mary’s behavior score in Channel Avenue increases as she interacts with content When Mary’s score reaches a pre-determined threshold a “Hot Prospect” alert is sent to sales. Other prospects enter your funnel and are tracked and nurtured the same way as Mary. All prospect data is fully analyzed and reported on in real time to allow for in-flight “tweaks” to your campaign. Contact 1 Analyze 8 Track 2 Alert 6 Refine 4 Score 5 Offer 3 Build 7
  • 17. 16 Full- Service Partner Enablement Program Available for licensed Channel Avenue customers Channel Marketing Automation Demand Generation Partner Enablement
  • 18. TOOLKITS can support a broad range of activities in your organization: • Lead Generation • Product or Solution Marketing • Telemarketing & Call Blitz Programs • Customer Nurture Programs • Sales Calls • Sales & New Hire Training Key Benefits • Bundle your marketing assets, including collateral, videos, white papers and more into easy-to-use, easy-to-access and easy-to-share TOOLKITS. • All supporting marketing materials are co-branded and personalized on the fly • Provide sales teams and channel partners an easy way to share materials with customers and track when it was viewed • And do this all from the convenience of your inbox – no logins required! 17 Partner Enablement Overview The Marketing Tool Your Sales Team and Partners Will Really Use Client Utilization Program Overview Let’s face it…your sales representatives and channel partners are tired of digging through multiple web sites, portals and file folders looking for the right marketing assets to support their sales initiative. Now, your fully co-branded and personalized marketing materials can be available in their inbox – ready to go, on the fly.
  • 19. 18 Partner Enablement: Solution TOOLKITS With TOOLKITS, marketing assets are co- branded, personalized and delivered directly to their inbox. Plus, each TOOLKIT includes a "Share with Customers" button allowing the easy distribution of your content to end-users. Plus, we notify your sales teams the best time to engage with their prospects! Personalized and co-branded content for each person Easily accessed on-the-go Know instantly when customers are interested Multi-purpose enablement – Product launches – Sales training – Event follow-up – Reseller recruitment Deliver co-branded and personalized assets to the inbox of your sales teams
  • 20. 19 ZingDocs Real-Time Notifications Like tagging an animal and releasing it into the wild, ZingDocs will track your marketing assets and let you know instantly how your customers are interacting with it.
  • 21. 20 Ready-To-Launch (RTL) Campaigns Allow your partners to create their own email campaigns - right from their inbox  4 Clicks to create a co-branded and personalized email campaign.  Comes complete with an auto- generated lead capture landing page.  Create customizable regions in each template.  Real-Time engagement and utilization stats.
  • 22. 21 Marketing Content Subscriptions Keep your partners up-to date weekly with your freshest marketing content  Create a content conveyor belt for your sales teams  Deliver relevant content to your sales teams on a consistent basis  Each asset is co-branded & personalized for each sales rep  Assets are easily shared with prospects through email, Facebook, LInkedIn, and Twitter  Real-Time engagement and utilization stats
  • 23. 22 Success Pack Each Bridge Metrics full service program include a “Success Pack” to make sure everything goes off without a hitch! Here’s what’s included. Client Service Rep  Dedicated to Your Success  Single point of contact  Weekly Status Calls Program Setup  Strategy  Timelines  Results Partner On-Boarding  One-On-One  Webinars  Documentation Program Launch  Managed execution  Participant Communications Quality Assurance  Listens and approve or rejects to each lead In-Flight Optimization  In-Flight Checkpoints  Message / CTA Optimization Post Campaign Review  ROI analysis and final presentation
  • 24. 23 Reporting & Analytics Visibility is a Beautiful Thing! And we don't mean any normal visibility. Channel Avenue gives deep, clear, in-context visibility, and in real-time. Now you can tweak your programs in-flight to get the most lift possible.
  • 25. Campaign Management Digital Asset Management Lead Management Pipeline Management Closed Loop Reporting Channel Avenue Platform The Foundation for Channel Marketing Success 24 Full-Service Channel Marketing Programs Demand Generation Inbound, Tele-Qualified, Appointments Channel Marketing Automation Nurture, Score, Deliver Partner Enablement Solution Toolkits, Subscriptions, RTLs Reporting & Analytics Real-Time, drill-down Success Pack Included in all programs Dedicated CSR, Setup, On-boarding, Quality Assurance, Optimization